EWM
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Executive Wealth Management’s ExxonMobil XOM Stock Holding History

Executive Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.82M Buy
91,259
+37,157
+69% +$4.35M 0.77% 33
2024
Q3 		$6.34M Buy
54,102
+42,390
+362% +$4.89M 0.5% 66
2024
Q2 		$1.35M Buy
11,712
+1,087
+10% +$127K 0.25% 56
2024
Q1 		$1.24M Sell
10,625
-168
-2% -$17.6K 0.11% 120
2023
Q4 		$1.08M Sell
10,793
-296
-3% -$31.1K 0.1% 119
2023
Q3 		$1.3M Sell
11,089
-301
-3% -$33K 0.14% 112
2023
Q2 		$1.22M Sell
11,390
-180
-2% -$19.6K 0.13% 115
2023
Q1 		$1.27M Buy
11,570
+1,175
+11% +$130K 0.14% 107
2022
Q4 		$1.15M Buy
10,395
+9,514
+1,080% +$1.02M 0.14% 110
2022
Q3 		$881 Sell
881
-9,316
-91% -$851K 0.12% 112
2022
Q2 		$873K Sell
10,197
-458
-4% -$41.3K 0.12% 111
2022
Q1 		$880K Buy
10,655
+84
+0.8% +$6.53K 0.1% 121
2021
Q4 		$646K Buy
10,571
+836
+9% +$52.3K 0.06% 126
2021
Q3 		$572K Sell
9,735
-544
-5% -$31K 0.06% 128
2021
Q2 		$648K Buy
10,279
+96
+0.9% +$5.73K 0.07% 128
2021
Q1 		$568K Sell
10,183
-402
-4% -$21.1K 0.07% 129
2020
Q4 		$436K Buy
10,585
+14
+0.1% +$525 0.05% 126
2020
Q3 		$362K Buy
10,571
+105
+1% +$4.29K 0.05% 123
2020
Q2 		$468K Buy
10,466
+1,219
+13% +$54.7K 0.07% 101
2020
Q1 		$351K Sell
9,247
-38
-0.4% -$2.1K 0.06% 101
2019
Q4 		$647K Buy
9,285
+2,442
+36% +$169K 0.09% 106
2019
Q3 		$483K Sell
6,843
-3,073
-31% -$222K 0.07% 104
2019
Q2 		$760K Buy
9,916
+4,656
+89% +$360K 0.11% 120
2019
Q1 		$425K Sell
5,260
-4,054
-44% -$309K 0.08% 115
2018
Q4 		$635K Buy
+9,314
New +$731K 0.11% 91

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Executive Wealth Management's XOM Position: Q4 2024 in Review

Executive Wealth Management increased its ExxonMobil (XOM) stake by 69% in Q4 2024, buying an estimated $4.35M and bringing the position to 91,259 shares worth $9.82M. The position accounts for 0.77% of the portfolio, ranked #33.

Executive Wealth Management first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Executive Wealth Management held 91,259 shares of ExxonMobil worth $9.82M as of Q4 2024.
  • Executive Wealth Management bought 37,157 ExxonMobil shares in Q4 2024, an estimated $4.35M.
  • ExxonMobil made up 0.77% of Executive Wealth Management's portfolio in Q4 2024, its #33 holding.
  • Executive Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.